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name | Search by Category |
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id | 1390499720 |
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We are cleaning up and simplifying Reports to make your life easier! Take a look at the 20.12 Release Notes and 21.1 Release Notes for details. You can expect more helpful changes in the next few releases. |
Are you not sure how to use a particular report? Or perhaps you're wondering which report would best serve your needs... Either way, we've got you covered! Here you can see what each report does, what you can use it for, and what the PDF outputs look like. Find a report by simply clicking on its category or by using the search bar below.
Popular Reports Multiexcerpt |
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MultiExcerptName | Popular Reports |
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We are cleaning up and simplifying Reports to make your life easier. And part of that includes adding new categories—like this one—that may be empty for now. Stay tuned for more updates! |
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| Patrons Reports |
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| Patrons Reports |
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| Patrons Reports
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MultiExcerptName | Patrons Reports |
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| Titles Reports |
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| Titles Reports |
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Titles Reports Multiexcerpt |
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MultiExcerptName | Titles Reports |
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| Copies Reports |
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| Copies Reports |
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Copies Reports Multiexcerpt |
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MultiExcerptName | Copies Reports |
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| Report Name | What does the report generate? |
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Information | Copy Information | List of copies with varying amounts of information (depends on chosen format) | Copy Status | List of copies and their current status | Copy Status Details | List of copies; their current status; and patron names, barcodes, and due dates for checked out copies | Reordering Details | List of ordering information for copies that may need to be replaced or supplemented | Weeding List | List of potential copies to weed based on condition, life to date usage, last use, or publication date | Labels | Copy Labels (3x10) | Labels for item barcodes or envelope labels | Copy Labels (4x20) | Labels for study program identification or envelope labels | Copy Labels (5x10) | Spine labels | Copy Labels (5x10), Variable | Spine labels (change the number of rows and font size) | Copy Labels (8x6, Tall) | Labels for study program identification or spine labels | Copy Labels (8x6, Tall), Variable | Labels for study program identification or spine labels (change the number of rows and font size) | Copy Labels (8x6, Wide) | Wide and short spine labels | Copy Labels (8x6, Wide), Variable | Wide and short spine labels (change the number of rows and font size) | Special Status | Discarded Copies | List of copies currently assigned to the Discarded Copies system patron (barcode 2) | In Processing Copies | List of copies currently assigned to the In Processing System Patron (barcode 7); Union Site copies | Lost Copies | List of copies currently assigned to the Lost Copies System Patron (barcode 1) | Special Status Copies | List of copies currently assigned to the selected System Patron (Lost, Discarded, For Library Use, On Repair, On Order, Archived, In Processing, Unknown Patron, or In Transit) | Usage | Copy Monthly Usage | Statistics showing total copy usage for each month within the last year | Copy Monthly Usage Detailed | Statistics showing total usage for each individual copy for each month in the last year | Copy Usage Details | Statistics on total usage for each copy, including total checkouts, total days used, and the last use date | |
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| Circulation Reports |
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| Circulation Reports |
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Circulation Reports Multiexcerpt |
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MultiExcerptName | Circulation Reports |
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| Report Name | What does the report generate? |
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Information | Loaned Items Information | List of loaned and temporary items along with their due dates | Overdue Items and Unpaid Charges Information | List of both overdue items and unpaid charges along with due dates and charge amounts | Overdue Items Information | List of items that are overdue | Temporary Items Information | List of temporary items currently checked out to patrons | Charges and Payments | Forgiven Charges | List of charges that have been forgiven within a certain date range | Patron Balance | List of patrons and their balances | Patron Payment History | List of past patron payments and credits from a specified time period | Refunded Payments | List of refunds, including methods, amounts, and reasons | Notices | Coming Due Items Notice | Notices for patrons letting them know that their items are due soon | Damaged Items Notice | Notices and/or mailing labels for parents of patrons with damaged item fees | In-Stock Hold Notice | Notices for patrons letting them know that an in-stock hold is ready for them to pick up | Needed for Reservation Notice | List of patrons with items due in the near future that are needed for reservations | Overdue Items and Unpaid Charges Notice | Notices for patrons with overdue items and/or unpaid charges | Overdue Items Notice | Notices for patrons with items that are overdue | Unpaid Charges Notice | Notices for patrons with charges, fines, and/or fees that haven't been paid yet | Holds | Reservations | Reservation Labels | Labels for items and equipment with reservations | Reservations List Expired In-Stock Holds | List of copies in the holds area with expired or cancelled requests | In-Stock Holds | List of copies in the holds area of the library that have been assigned to fill a request | On-Shelf Holds | List of requested copies that are still on shelves somewhere in the library | Pending Holds | List of holds placed on copies currently checked out to other patrons | Reservations | Reservation Labels | Labels for items and equipment with reservations | Reservations List | List of future reservations, including the patron name, title, date range, and more | Reserved Items List | List of items that have been placed on reserve | ILL (Centralized Catalog only) | Current Site Overdue ILL Information | List of patrons at the current site with overdue items belonging to other sites | future reservations, including the patron name, title, date range, and more | Reserved Items List | List of items that have been placed on reserve | ILL (Centralized Catalog only) | Current Site Overdue ILL Information | List of patrons at the current site with overdue items belonging to other sites | In-Transit from Current Site | List of items that are in-transit from the current site | In-Transit from Current Site, Late in Arriving | List of items that are in-transit from the current site and late in arriving | In-Transit Holds for Current Site | List of items that are on in-transit hold for the current site | In-Transit to Current Site | List of items that are in-transit to | In-Transit from Current Site | List of items that are in-transit from the current site | In-Transit from to Current Site, Late in Arriving | List of items that are in-transit from to the current site and late in arriving In-Transit Holds for Current Site | Other Sites Overdue ILL Information | List of items that are on in-transit hold for the current site | In-Transit to Current Site | List of items that are in-transit to the current site | In-Transit to Current Site, Late in Arriving | List of items that are in-transit to the current site and late in arriving | Other Sites Overdue ILL Information | List of patrons at other sites with overdue items belonging to the current site | patrons at other sites with overdue items belonging to the current site | |
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| Statistics Usage Reports |
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| Statistics Usage Reports |
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| Statistics / Usage Reports (previously Statistics Anchor |
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Statistics Usage Reports | Statistics Usage Reports | Statistics / Usage Reports (previously Statistics) Multiexcerpt |
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MultiExcerptName | StatisticsUsage Reports |
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| ChargesPayments |
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| ChargesPayments |
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| Charges / Payments Reports
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MultiExcerptName | Charges Payments Reports |
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Holds Reports Multiexcerpt |
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MultiExcerptName | Holds Reports |
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| Report Name | What does the report generate? |
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Expired In-Stock Holds | List of copies in the holds area with expired or cancelled requests | In-Stock Holds | List of copies in the holds area of the library that have been assigned to fill a request | On-Shelf Holds | List of requested copies that are still on shelves somewhere in the library | Pending Holds | List of holds placed on copies currently checked out to other patrons |
Note | We are cleaning up and simplifying Reports to make your life easier. And part of that includes adding new categories—like this one—that may be empty for now. Stay tuned for more updates! |
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| Inventory Reports |
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| Inventory Reports |
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Inventory Reports Multiexcerpt |
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MultiExcerptName | Inventory Reports |
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| Report Name | What does the report generate? |
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Copies Inventoried | List of copies that have been inventoried on or after the specified date | Copies Not Inventoried | List of copies that have not been inventoried on or after the specified date | Inventory Statistics Summary | Statistics showing the total items inventoried, items not inventoried, and lost items inventoried on or after the specified date | |
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| Collection Analysis Reports |
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| Collection Analysis Reports |
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Collection Analysis Reports Multiexcerpt |
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MultiExcerptName | Collection Analysis Reports |
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| Report Name | What does the report generate? |
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Brief Analysis | Statistics on item counts, purchase costs, and replacement costs | Houston Super Summary | Detailed collection analysis with classifications used by the HISD | Missouri Super Summary | Detailed collection analysis using the Missouri standard call number classifications | Publication Date Summary | Title and copy statistics by publication year | Super Summary | Statistics that show the number of items in your collection and their value, the age of your items and average publication year, and usage information | |
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| Study Programs Reports |
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| Study Programs Reports |
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Study Programs Reports Multiexcerpt |
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MultiExcerptName | Study Programs Reports |
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| Interlibrary Loans Reports |
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| Interlibrary Loans Reports |
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| Interlibrary Loans Reports
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MultiExcerptName | Interlibrary Loans Reports |
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| Note |
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We are cleaning up and simplifying Reports to make your life easier. And part of that includes adding new categories—like this one—that may be empty for now. Stay tuned for more updates! |
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| Special Reports |
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| Special Reports |
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Special Reports (previously System) Multiexcerpt |
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MultiExcerptName | Special Reports |
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Legacy Reports Multiexcerpt |
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MultiExcerptName | Legacy Reports |
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